APG Asset Management N.V. grew its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 1.8% during the third quarter, Holdings Channel.com reports. The firm owned 410,300 shares of the asset manager’s stock after acquiring an additional 7,400 shares during the quarter. APG Asset Management N.V.’s holdings in Blackstone were worth $70,100,000 as of its most recent SEC filing.
Several other large investors have also added to or reduced their stakes in BX. Brighton Jones LLC grew its holdings in shares of Blackstone by 34.6% in the 4th quarter. Brighton Jones LLC now owns 7,917 shares of the asset manager’s stock valued at $1,365,000 after acquiring an additional 2,035 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Blackstone by 9.3% in the second quarter. Sivia Capital Partners LLC now owns 2,076 shares of the asset manager’s stock valued at $310,000 after purchasing an additional 177 shares in the last quarter. United Bank raised its stake in shares of Blackstone by 14.7% during the 2nd quarter. United Bank now owns 13,528 shares of the asset manager’s stock worth $2,024,000 after purchasing an additional 1,729 shares in the last quarter. Hantz Financial Services Inc. grew its stake in shares of Blackstone by 156.8% in the second quarter. Hantz Financial Services Inc. now owns 583 shares of the asset manager’s stock valued at $87,000 after buying an additional 356 shares in the last quarter. Finally, Keybank National Association OH raised its position in Blackstone by 2.9% during the second quarter. Keybank National Association OH now owns 16,479 shares of the asset manager’s stock worth $2,465,000 after acquiring an additional 472 shares in the last quarter. Institutional investors and hedge funds own 70.00% of the company’s stock.
Trending Headlines about Blackstone
Here are the key news stories impacting Blackstone this week:
- Positive Sentiment: Strong Q4 results: Blackstone reported substantial revenue and margin growth in Q4 (robust cash generation and improved profitability), which supports earnings momentum and valuation. Blackstone Inc. (BX) Releases Q4 2025 Earnings
- Positive Sentiment: RBC initiation: RBC Capital started coverage with an Outperform and $179 target, citing Blackstone’s first‑mover advantages in alternatives — a potential catalyst for investor confidence and price support. RBC Capital Initiates Blackstone (BX) Coverage
- Positive Sentiment: AI/data-center push: Bloomberg reports Blackstone plans a public vehicle to buy AI data centers — a move that could monetize and scale a fast-growing, high‑demand asset class. That strategy can boost fee‑bearing AUM if executed well. Blackstone plans public vehicle to buy AI data centers – Bloomberg
- Positive Sentiment: Life‑sciences funding: Blackstone Life Sciences (BXLS) agreed to fund development of bleximenib for AML — a growth/exit option in health‑tech that can produce high-return realizations for investors if trials succeed. Is Blackstone Inc. (BX) One of the Best Cheap Blue Chip Stocks to Buy According to Analysts?
- Positive Sentiment: Portfolio reshaping and new assets: Completed acquisition of Champions Group (home services) and first hydrogen-capable plant (Magnolia) expand fee and infrastructure exposure — diversification that can lift long‑term AUM and cash flow. Blackstone Reshapes Portfolio With Home Services And Hydrogen While Shares Slide
- Neutral Sentiment: Industry comparisons and valuation pieces (XP vs BX, value investor writeups) are circulating; useful for framing relative value but unlikely to trigger immediate stock moves. XP vs. BX: Which Stock Should Value Investors Buy Now?
- Negative Sentiment: ESOP-linked shelf registration (~$1.47B / 12.8M shares): Blackstone filed a large shelf tied to an ESOP offering — this increases near‑term equity capacity and can create selling pressure or dilution concerns for holders. Is Blackstone’s (BX) ESOP Stock Offering Quietly Reframing Its Private Credit And Power Ambitions?
- Negative Sentiment: Shares lagging/underperforming coverage: Several articles note BX underperforming the Dow and recent share slide, reflecting market skepticism about near‑term catalysts despite strategic moves — a factor pressuring the stock. Is Blackstone Stock Underperforming the Dow?
Blackstone Stock Performance
Blackstone (NYSE:BX – Get Free Report) last announced its earnings results on Thursday, January 29th. The asset manager reported $1.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.21. Blackstone had a net margin of 20.89% and a return on equity of 22.17%. The company had revenue of $4.36 billion during the quarter, compared to analysts’ expectations of $3.69 billion. During the same quarter in the previous year, the business posted $1.69 earnings per share. Blackstone’s quarterly revenue was up 41.4% on a year-over-year basis. On average, equities analysts forecast that Blackstone Inc. will post 5.87 EPS for the current year.
Blackstone Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 9th were paid a $1.49 dividend. This represents a $5.96 annualized dividend and a dividend yield of 5.3%. This is an increase from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date was Monday, February 9th. Blackstone’s dividend payout ratio is presently 153.61%.
Insiders Place Their Bets
In other Blackstone news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of Blackstone stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $10.00, for a total value of $15,961,420.00. Following the completion of the transaction, the insider directly owned 2,161 shares of the company’s stock, valued at $21,610. The trade was a 99.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Holdings Iv Gp Mana Blackstone bought 1,146,789 shares of Blackstone stock in a transaction dated Monday, February 23rd. The shares were bought at an average cost of $26.16 per share, for a total transaction of $30,000,000.24. Following the completion of the acquisition, the insider owned 16,716,249 shares in the company, valued at $437,297,073.84. This represents a 7.37% increase in their position. The SEC filing for this purchase provides additional information. 1.00% of the stock is owned by company insiders.
Analyst Ratings Changes
BX has been the topic of several recent analyst reports. UBS Group lowered their price objective on shares of Blackstone from $171.00 to $137.00 and set a “neutral” rating on the stock in a research note on Friday, February 20th. TD Cowen dropped their price objective on Blackstone from $183.00 to $164.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Piper Sandler reduced their target price on Blackstone from $168.00 to $158.00 and set a “neutral” rating for the company in a research note on Monday, February 2nd. Citizens Jmp reaffirmed a “market outperform” rating and set a $195.00 price target on shares of Blackstone in a report on Friday, January 30th. Finally, BNP Paribas Exane decreased their price objective on shares of Blackstone from $167.00 to $156.00 and set a “neutral” rating on the stock in a report on Monday, January 12th. Eleven research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $169.38.
Get Our Latest Report on Blackstone
About Blackstone
Blackstone Inc (NYSE: BX) is a global investment firm focused on alternative asset management. Founded in 1985 by Stephen A. Schwarzman and Peter G. Peterson and headquartered in New York City, the firm organizes and manages investment vehicles that acquire and operate businesses, real estate and credit investments, as well as provide hedge fund solutions and other alternative strategies for institutional and individual investors.
Blackstone’s business is organized around several principal investment platforms.
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